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Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?

To: scott_jiminez who wrote (4525)	11/4/2000 8:07:18 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 5482

Scott, I am glad you like the term ad nauseum; it is one of my favorites. You have lumped me with Brian and Ian, because we all disagree with your information and logic, but I hope you realize that I have been the AMAT and semi-equip bear for many months and I am in stark disagreement with the semi-equip strategy of both Ian and Brian. You quoted Jurgis's post to me, but again you seem not to understand his point. He said that a buy/sell strategy with target prices is better than attempts at analyzing the industry. And he disagreed with some of my industry analysis. I have been consistent in disagreeing with the analysts who have said the business cycle is over, but I have urged sales before they thought to lower their ratings. I would appreciate a restatement of your general thesis. You posted "a n", but I am not sure what your point is. You seem to be bogged down in an effort to show up anyone who has disagreed with you. With all the downgrades, KLIC is probably in a buy range, now. The analysts will probably prove to be a contrary indicator.